[Hiring] Client Service Specialist, CRMG - Insurance Advisory Solutions @Baldwin Group Colleague, Inc.
Mar 25, 2025 - Baldwin Group Colleague, Inc. is hiring a remote Client Service Specialist, CRMG - Insurance Advisory Solutions. đź’¸ Salary: unspecified. đź“ŤLocation: USA.
Role Description
The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals.
- Prepares documents for presenting risks to market.
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards, and other coverage related documents.
- Prepares and updates draft renewal proposals.
- Assists client service teams in the preparation of presentation materials.
- Analyzes and summarizes complex data and compiles reports with supervision.
- Records data into appropriate insurance company and firm software programs.
- Runs cancellation and expiration reports.
- Processes and completes endorsements and audits.
- Processes Notices of Cancellations.
- Requests Loss Runs.
- Quotes flood and builder's risks policies as requested by an Account Manager.
- Handles the renewing of bonds and flood policies.
- Completes special projects as assigned.
- Looks for opportunities to improve the firm, business segment, and processes.
- Brings issues and discrepancies to the attention of appropriate leadership.
Qualifications
- 1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred.
- Strong analytical, research, and problem-solving skills.
- High attention to detail.
- Strong verbal and written communications skills.
- Ability to multi-task and work effectively in a fast-paced team environment.
- Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to learn any other appropriate program or software system used by the firm as necessary.
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.
Requirements
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred.
Company Description
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.
- Founded in 2011.
- Has evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.
- Provides solutions so clients can pursue what’s possible for themselves, their families, and their businesses.
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
đź’¸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 25, 2025
|
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
